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Institutional Ownership · SEC Form 13F

Who owns RSPN (RSPN)


Which tracked institutional funds hold RSPN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RSPN company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

157
Institutional holders
10,000,429
Shares held (tracked funds)

How the tape is positioned

27 tracked funds added or opened RSPN while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RSPN’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RSPN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in RSPN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 157 tracked filers holding RSPN, 81 increased or opened the position and 66 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RSPN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • Bank of New York Mellon Corp$14M
  • Sage Advisory Services, Ltd.Co.$6M
  • FDx Advisors, Inc.$3M
  • GTS SECURITIES LLC$977K
  • FSA WEALTH PARTNERS, INC.$839K
  • Blue Chip Partners, LLC$822K

Full exits 6

  • BNP PARIBAS FINANCIAL MARKETS$3M
  • IHT Wealth Management, LLC$2M
  • Brick & Kyle, Associates$2M
  • Global Retirement Partners, LLC$2M
  • RFP Financial Group LLC$813K
  • IFG Advisory, LLC$778K

Largest adds

  • ROYAL BANK OF CANADA$21M
  • WELLS FARGO & COMPANY/MN$9M
  • Strategic Wealth Partners, Ltd.$9M
  • ENVESTNET ASSET MANAGEMENT INC$7M
  • AMERIPRISE FINANCIAL INC$5M
  • RAYMOND JAMES FINANCIAL INC$3M

Largest trims

  • JPMORGAN CHASE & CO$160M
  • GOLDMAN SACHS GROUP INC$58M
  • NewEdge Advisors, LLC$14M
  • MEITAV INVESTMENT HOUSE LTD$14M
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$9M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
GOLDMAN SACHS GROUP INC trimmed1,375,821$79M13.8%2026-Q1
BANK OF AMERICA CORP /DE/ added973,290$56M9.8%2026-Q1
AFFINITY WEALTH MANAGEMENT LLC trimmed630,071$36M6.3%2026-Q1
MEITAV INVESTMENT HOUSE LTD trimmed596,431$34M6.0%2026-Q1
MORGAN STANLEY trimmed485,719$28M4.9%2026-Q1
ROYAL BANK OF CANADA added469,946$27M4.7%2026-Q1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD trimmed430,937$25M4.3%2026-Q1
LPL Financial LLC trimmed364,529$21M3.7%2026-Q1
AMERIPRISE FINANCIAL INC added318,507$18M3.2%2026-Q1
WELLS FARGO & COMPANY/MN added299,488$17M3.0%2026-Q1
Davis Investment Partners, LLC trimmed270,619$16M2.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added264,339$15M2.7%2026-Q1
Bank of New York Mellon Corp new248,700$14M2.5%2026-Q1
Wealthcare Advisory Partners LLC added173,630$10M1.7%2026-Q1
Carmel Capital Management L.L.C. added172,220$10M1.7%2026-Q1
Strategic Wealth Partners, Ltd. added158,685$9M1.6%2026-Q1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD trimmed154,563$9M1.6%2026-Q1
UBS Group AG trimmed138,217$8M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added122,018$7M1.2%2026-Q1
TigerOak Management, L.L.C. trimmed113,205$7M1.1%2026-Q1
Sage Advisory Services, Ltd.Co. new108,169$6M1.1%2026-Q1
Cetera Investment Advisers added96,296$6M1.0%2026-Q1
Kestra Advisory Services, LLC added91,388$5M0.9%2026-Q1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC added72,031$4M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed71,436$4M0.7%2026-Q1
TKG Advisors, LLC trimmed71,520$4M0.7%2026-Q1
Farther Finance Advisors, LLC trimmed58,930$3M0.6%2026-Q1
Evernest Financial Advisors, LLC trimmed55,379$3M0.6%2026-Q1
Harbor Asset Planning, Inc. added55,542$3M0.6%2026-Q1
G&S Capital LLC trimmed53,321$3M0.5%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed47,588$3M0.5%2026-Q1
FDx Advisors, Inc. added47,564$3M0.5%2026-Q1
Comprehensive Wealth Management, LLC added45,547$3M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed42,196$2M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed41,680$2M0.4%2026-Q1
Hills Bank & Trust Co added40,597$2M0.4%2026-Q1
Choice Wealth Advisors LLC trimmed40,393$2M0.4%2026-Q1
Treasure Coast Financial Planning added39,743$2M0.4%2026-Q1
STIFEL FINANCIAL CORP added36,703$2M0.4%2026-Q1
NATIONAL BANK OF CANADA /FI/ added36,127$2M0.4%2026-Q1
PGIM Custom Harvest LLC trimmed35,578$2M0.4%2026-Q1
Equitable Holdings, Inc. trimmed35,236$2M0.3%2026-Q1
ACCESS FINANCIAL SERVICES, INC. trimmed31,242$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added29,248$2M0.3%2026-Q1
Friedenthal Financial added27,206$2M0.3%2026-Q1
FMR LLC added26,246$2M0.3%2026-Q1
Burns Matteson Capital Management, LLC trimmed24,924$1M0.3%2026-Q1
SYKON CAPITAL LLC added24,150$1M0.2%2026-Q1
Walker Asset Management, LLC added23,878$1M0.2%2026-Q1
Nova Wealth Management, Inc. added23,101$1M0.2%2026-Q1
Stratos Wealth Partners, LTD. added22,853$1M0.2%2026-Q1
Live Oak Investment Partners trimmed21,753$1M0.2%2026-Q1
Lido Advisors, LLC added21,435$1M0.2%2026-Q1
Hilltop Holdings Inc. trimmed20,291$1M0.2%2026-Q1
Clear Creek Financial Management, LLC trimmed19,305$1M0.2%2026-Q1
TRUIST FINANCIAL CORP added18,174$1M0.2%2026-Q1
GTS SECURITIES LLC trimmed16,966$977K0.2%2026-Q1
BROWN ADVISORY INC15,750$907K0.2%2026-Q1
FSA WEALTH PARTNERS, INC. trimmed14,572$839K0.1%2026-Q1
Blue Chip Partners, LLC new14,281$822K0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed13,649$786K0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added12,553$723K0.1%2026-Q1
Private Advisor Group, LLC added12,499$720K0.1%2026-Q1
CIBC WORLD MARKET INC. trimmed12,477$718K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added12,417$715K0.1%2026-Q1
BRIAN LOW FINANCIAL GROUP, LLC new12,223$704K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed11,385$656K0.1%2026-Q1
Traction Financial Partners, LLC trimmed11,197$645K0.1%2026-Q1
First Heartland Consultants, Inc. added11,015$634K0.1%2026-Q1
Interchange Capital Partners, LLC added12,881$630K0.1%2026-Q1
CreativeOne Wealth, LLC10,875$626K0.1%2026-Q1
&PARTNERS added9,926$579K0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed9,993$575K0.1%2026-Q1
Kingsview Wealth Management, LLC trimmed9,598$553K0.1%2026-Q1
Capital Wealth Alliance, LLC trimmed9,443$544K0.1%2026-Q1
Focus Financial Network, Inc. added9,348$538K0.1%2026-Q1
CITADEL ADVISORS LLC added9,134$526K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added8,739$503K0.1%2026-Q1
Corient Private Wealth LLC added8,794$466K0.1%2026-Q1
McAdam, LLC7,905$455K0.1%2026-Q1
Janney Montgomery Scott LLC7,566$436K0.1%2026-Q1
Western Wealth Management, LLC added7,456$429K0.1%2026-Q1
Advisory Alpha, LLC trimmed7,256$418K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed7,177$413K0.1%2026-Q1
World Investment Advisors7,000$403K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed6,844$394K0.1%2026-Q1
PRIVATE TRUST CO NA6,702$386K0.1%2026-Q1
Colonial River Investments, LLC trimmed6,694$385K0.1%2026-Q1
Private Advisory Group LLC added70,176$4M0.7%2025-Q2 stale
BNP PARIBAS FINANCIAL MARKETS added50,000$3M0.5%2025-Q4 stale
IHT Wealth Management, LLC added42,840$2M0.4%2025-Q4 stale
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.33,000$2M0.3%2025-Q1 stale
Brick & Kyle, Associates added28,440$2M0.3%2025-Q4 stale
Global Retirement Partners, LLC added27,024$2M0.3%2025-Q4 stale
Atria Wealth Solutions, Inc. added17,689$965K0.2%2025-Q2 stale
RFP Financial Group LLC trimmed14,352$813K0.1%2025-Q4 stale
IFG Advisory, LLC added13,731$778K0.1%2025-Q4 stale
Freedom Investment Management, Inc. trimmed10,157$544K0.1%2025-Q2 stale
SeaCrest Wealth Management, LLC trimmed10,958$536K0.1%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed6,852$388K0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership